The Vendor Agent tracks every contract, renewal and license, works vendor support queues and watches integrations, so your COO stays with the firm.
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The RMD Agent tracks every household's required distribution all year, chases elections and QCD paperwork, and builds CPA tax packages ahead of time.
The Marketing Agent pre-screens newsletters, posts and seminar decks against your advertising rules and logs each approval, so your CCO reads once.
The Referral Agent logs each referral to its source, sends thank-yous and status notes, and keeps CPAs and attorneys in touch so advisors meet prospects.
The Client Inquiry Agent triages client calls and emails, answers routine questions from custodian data and packages the rest, so your CSA stays free.
The Prospect Follow-Up Agent keeps every seminar, referral and web prospect in a steady cadence and tells the advisor who is ready for a call.
The Client Communication Agent answers clients between meetings, logs every promise from a review as a task and reaches every household when markets move.
The Meeting Documentation Agent drafts each client meeting summary, sends the recap and logs it for supervisory review the same day, freeing advisors.
The CRM Data Entry Agent writes structured meeting notes, updates household fields and opens follow-up tasks, so advisors stay with clients, not keyboards.
The Financial Plan Preparation Agent gathers balances, drafts the plan update and flags changed assumptions, so the advisor reviews instead of rebuilding.
The New Client Onboarding Agent chases every form and document from signed agreement to funded account, so your advisor and CSA stay with clients.
The Insurance Agent tracks policy anniversaries, requests in-force illustrations and writes a plain-English review sheet, so advisors stay with clients.